
10 Weeks Agenda

Putting it all together
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Wrapping it all up
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How to live with intentionality and with gazelle intensity
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What's next for me?

3 to 6 Month Emergency Funds
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What is an Emergency Fund (EF)?
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3 or 6 months of EF?
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Debt free, can we now relax?
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What is a sinking fund?

15% on Your Retirement
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How much do I need to retire?
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What is inflation rate?
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What is compound interest?
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Steps to take to prepare for retirement
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Pension fund vs retirement

College Fund
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Retirement first or college fund
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Available scholarships
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State schools vs private schools
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Where to invest the college fund?

Mortgage & Rent
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No mortgage, what now?
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Rent vs buying
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When to refinance your mortgage: questions to ask
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What it feels like to be debt free

Insurance
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What is an insurance and why do you need it
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What are the different kinds of insurance that I need?
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What insurance not to buy?

Investments 101
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Saving vs investments
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Are retirement funds enough or do I need to invest?
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What are Group Mutual Funds?
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Other options?

Baby Emergency Fund
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document

Budgeting 101
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Financial Snapshot
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What is a monthly budget & why it is important?
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What are your four walls?
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Recommended percentage
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Spendable income vs. debt


Debt Snowball
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Debt Snowball vs Debt Avalanche
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Plasectomy
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Myths about debts and credit cards
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Ways to eliminate debts and increase your income

